Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 8, 2019

Total Value ($000): $421,781 (100.0% shares, 0.0% debt)

Holdings (342)

IJR ISHARES TR 5.8%
Value ($000) $24,346 Shares 312,778 Est. Cost $5.44 Unrealized
GOOG ALPHABET INC 4.3%
Value ($000) $17,967 Shares 14,739 Est. Cost $46.72 Unrealized +25.7%
COST COSTCO WHSL CORP NEW 3.7%
Value ($000) $15,758 Shares 54,694 Est. Cost $92.32 Unrealized +177.7%
VEA VANGUARD TAX MANAGED INTL FD 3.7%
Value ($000) $15,716 Shares 382,579 Est. Cost $37.33 Unrealized
AMZN AMAZON COM INC 3.6%
Value ($000) $15,330 Shares 8,831 Est. Cost $40.54 Unrealized +128.7%
MSFT MICROSOFT CORP 3.6%
Value ($000) $15,008 Shares 107,948 Est. Cost $100.59 Unrealized +29.2%
TJX TJX COS INC NEW 2.8%
Value ($000) $11,829 Shares 212,220 Est. Cost $37.40 Unrealized +33.9%
MDT MEDTRONIC PLC 2.6%
Value ($000) $10,872 Shares 100,091 Est. Cost $70.67 Unrealized +23.9%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value ($000) $10,855 Shares 179,831 Est. Cost $28.90 Unrealized +39.9%
CSCO CISCO SYS INC 2.5%
Value ($000) $10,749 Shares 217,554 Est. Cost $16.31 Unrealized +162.3%
HD HOME DEPOT INC 2.2%
Value ($000) $9,223 Shares 39,753 Est. Cost $152.46 Unrealized +22.7%
ILMN ILLUMINA INC 2.2%
Value ($000) $9,219 Shares 30,305 Est. Cost $185.18 Unrealized +59.2%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $9,004 Shares 72,392 Est. Cost $69.23 Unrealized +45.9%
VWO VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $8,997 Shares 382,579 Est. Cost $17.97 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $8,072 Shares 68,588 Est. Cost $43.59 Unrealized +118.1%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $8,034 Shares 36,967 Est. Cost $100.65 Unrealized +115.7%
LINDE PLC 1.9%
Value ($000) $8,034 Shares 41,471 Est. Cost $175.94 Unrealized
V VISA INC 1.9%
Value ($000) $7,938 Shares 46,149 Est. Cost $135.97 Unrealized +25.3%
FRCB FIRST REP BK SAN FRANCISCO C 1.9%
Value ($000) $7,861 Shares 81,297 Est. Cost $60.43 Unrealized +53.3%
Travelers Companies Inc. 1.9%
Value ($000) $7,841 Shares 52,736 Est. Cost $148.68 Unrealized
T AT&T INC 1.8%
Value ($000) $7,453 Shares 196,965 Est. Cost $14.49 Unrealized +17.3%
HXL HEXCEL CORP NEW 1.7%
Value ($000) $7,143 Shares 86,969 Est. Cost $35.23 Unrealized +131.9%
MAS MASCO CORP 1.7%
Value ($000) $7,141 Shares 171,337 Est. Cost $19.98 Unrealized +80.6%
SCHW THE CHARLES SCHWAB CORPORATI 1.6%
Value ($000) $6,936 Shares 165,821 Est. Cost $38.74 Unrealized -4.7%
DIS DISNEY WALT CO 1.6%
Value ($000) $6,899 Shares 52,937 Est. Cost $89.25 Unrealized +50.4%
HRL HORMEL FOODS CORP 1.6%
Value ($000) $6,758 Shares 154,538 Est. Cost $28.81 Unrealized +22.5%
USB US BANCORP DEL 1.6%
Value ($000) $6,699 Shares 121,045 Est. Cost $24.61 Unrealized +67.1%
ROP ROPER TECHNOLOGIES INC 1.6%
Value ($000) $6,678 Shares 18,726 Est. Cost $164.85 Unrealized +112.1%
QCOM QUALCOMM INC 1.5%
Value ($000) $6,529 Shares 85,592 Est. Cost $48.35 Unrealized +34.4%
ZTS ZOETIS INC 1.4%
Value ($000) $6,076 Shares 48,771 Est. Cost $85.37 Unrealized +34.2%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $6,054 Shares 44,343 Est. Cost $103.49 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $5,896 Shares 107,134 Est. Cost $29.52 Unrealized +70.6%
CRM SALESFORCE COM INC 1.4%
Value ($000) $5,870 Shares 39,544 Est. Cost $59.86 Unrealized +150.8%
ETN EATON CORP PLC 1.3%
Value ($000) $5,691 Shares 68,441 Est. Cost $64.01 Unrealized +12.6%
ROYAL DUTCH SHELL PLC 1.3%
Value ($000) $5,484 Shares 91,553 Est. Cost $63.99 Unrealized
DEO DIAGEO P L C 1.3%
Value ($000) $5,474 Shares 33,473 Est. Cost $117.81 Unrealized
VPU VANGUARD WORLD FDS 1.2%
Value ($000) $4,888 Shares 34,029 Est. Cost $133.69 Unrealized
DLR DIGITAL RLTY TR INC 1.1%
Value ($000) $4,544 Shares 35,004 Est. Cost $94.75 Unrealized +2.9%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $4,471 Shares 70,542 Est. Cost $49.62 Unrealized +2.7%
NVRI HARSCO CORP 1.0%
Value ($000) $4,275 Shares 225,476 Est. Cost $21.20 Unrealized 0.0%
AAPL APPLE INC 1.0%
Value ($000) $4,219 Shares 18,837 Est. Cost $26.09 Unrealized +92.5%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $3,712 Shares 52,568 Est. Cost $54.54 Unrealized -1.4%
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,642 Shares 40,408 Est. Cost $76.06 Unrealized
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,627 Shares 45,040 Est. Cost $34.80 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.8%
Value ($000) $3,431 Shares 37,546 Est. Cost $45.26 Unrealized +91.8%
EFA ISHARES TR 0.8%
Value ($000) $3,327 Shares 51,031 Est. Cost $58.30 Unrealized
STERICYCLE INC 0.7%
Value ($000) $2,881 Shares 56,577 Est. Cost $64.72 Unrealized
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,463 Shares 87,957 Est. Cost $22.24 Unrealized
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,292 Shares 46,290 Est. Cost $43.85 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,255 Shares 66,004 Est. Cost $54.23 Unrealized -42.9%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,242 Shares 7,556 Est. Cost $290.62 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,155 Shares 35,086 Est. Cost $43.86 Unrealized
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,143 Shares 17,753 Est. Cost $68.93 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,008 Shares 25,868 Est. Cost $47.81 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $1,549 Shares 5,192 Est. Cost $294.79 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,268 Shares 21,419 Est. Cost $65.39 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,143 Shares 936 Est. Cost $50.59 Unrealized +16.2%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,064 Shares 3,906 Est. Cost $229.71 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $914 Shares 7,065 Est. Cost $100.89 Unrealized +9.0%
GOLD Trust ETF 0.2%
Value ($000) $819 Shares 5,900 Est. Cost $122.87 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $794 Shares 7,352 Est. Cost $91.39 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $781 Shares 10,320 Est. Cost $52.77 Unrealized -0.4%
ABT ABBOTT LABS 0.2%
Value ($000) $723 Shares 8,646 Est. Cost $47.60 Unrealized +59.8%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $676 Shares 11,610 Est. Cost $41.92 Unrealized
QLYS QUALYS INC 0.2%
Value ($000) $642 Shares 8,491 Est. Cost $13.42 Unrealized +521.0%
AMGN AMGEN INC 0.1%
Value ($000) $580 Shares 2,996 Est. Cost $139.13 Unrealized +13.6%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $564 Shares 14,331 Est. Cost $36.86 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $513 Shares 4,664 Est. Cost $33.55 Unrealized +180.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $503 Shares 4,245 Est. Cost $75.95 Unrealized +20.5%
MRK MERCK & CO INC 0.1%
Value ($000) $448 Shares 5,323 Est. Cost $49.49 Unrealized +32.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $415 Shares 2,573 Est. Cost $82.23 Unrealized +75.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $394 Shares 1,837 Est. Cost $82.65 Unrealized +123.5%
KO COCA COLA CO 0.1%
Value ($000) $392 Shares 7,200 Est. Cost $33.75 Unrealized +30.3%
META FACEBOOK INC 0.1%
Value ($000) $327 Shares 1,834 Est. Cost $86.50 Unrealized +118.2%
PFE PFIZER INC 0.1%
Value ($000) $320 Shares 8,903 Est. Cost $28.82 Unrealized -6.3%
BA BOEING CO 0.1%
Value ($000) $320 Shares 842 Est. Cost $138.95 Unrealized +153.6%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $315 Shares 2,050 Est. Cost $131.94 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $314 Shares 6,963 Est. Cost $27.57 Unrealized +36.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $292 Shares 2,020 Est. Cost $41.37 Unrealized +194.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $270 Shares 1,505 Est. Cost $107.94 Unrealized +49.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $267 Shares 2,260 Est. Cost $60.98 Unrealized +84.6%
CSX CSX CORP 0.1%
Value ($000) $262 Shares 3,785 Est. Cost $13.58 Unrealized +57.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $262 Shares 1,800 Est. Cost $108.86 Unrealized -5.9%
MMM 3M CO 0.1%
Value ($000) $258 Shares 1,570 Est. Cost $100.23 Unrealized +10.4%
WELLS FARGO CO NEW 0.1%
Value ($000) $244 Shares 160 Est. Cost $1237.50 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $243 Shares 4,710 Est. Cost $35.43 Unrealized +21.4%
ZUORA INC 0.1%
Value ($000) $240 Shares 15,937 Est. Cost $18.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $231 Shares 1,109 Est. Cost $168.26 Unrealized +22.5%
duPont (E.I.) deNemours 0.1%
Value ($000) $227 Shares 3,181 Est. Cost $74.93 Unrealized
BANK AMER CORP 0.1%
Value ($000) $225 Shares 150 Est. Cost $1193.33 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $223 Shares 6,356 Est. Cost $23.49 Unrealized -3.6%
PEP PEPSICO INC 0.1%
Value ($000) $216 Shares 1,578 Est. Cost $74.32 Unrealized +47.1%
BAC BANK AMER CORP 0.0%
Value ($000) $208 Shares 7,139 Est. Cost $16.86 Unrealized +45.8%
NKE NIKE INC 0.0%
Value ($000) $203 Shares 2,160 Est. Cost $47.40 Unrealized +66.2%
WMT WALMART INC 0.0%
Value ($000) $191 Shares 1,610 Est. Cost $23.05 Unrealized +49.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $181 Shares 3,585 Est. Cost $38.23 Unrealized +4.1%
Dow Chemical 0.0%
Value ($000) $178 Shares 3,744 Est. Cost $49.12 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $177 Shares 3,468 Est. Cost $39.96 Unrealized +14.6%
SNAP SNAP INC 0.0%
Value ($000) $160 Shares 10,133 Est. Cost $14.55 Unrealized +10.1%
IWF ISHARES TR 0.0%
Value ($000) $155 Shares 976 Est. Cost $156.83 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $154 Shares 3,028 Est. Cost $39.38 Unrealized -6.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $153 Shares 740 Est. Cost $136.20 Unrealized +31.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $153 Shares 1,094 Est. Cost $109.39 Unrealized -1.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $151 Shares 5,500 Est. Cost $23.64 Unrealized -10.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $142 Shares 839 Est. Cost $66.32 Unrealized +110.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $131 Shares 2,292 Est. Cost $42.37 Unrealized +6.9%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $123 Shares 2,083 Est. Cost $59.10 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $121 Shares 1,010 Est. Cost $71.59 Unrealized +24.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $118 Shares 1,551 Est. Cost $57.86 Unrealized -2.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $108 Shares 762 Est. Cost $102.45 Unrealized +7.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $108 Shares 1,661 Est. Cost $44.04 Unrealized +16.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $106 Shares 950 Est. Cost $84.25 Unrealized +21.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $99 Shares 476 Est. Cost $143.87 Unrealized +25.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $98 Shares 250 Est. Cost $281.34 Unrealized +12.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $97 Shares 1,092 Est. Cost $55.51 Unrealized +45.3%
ADBE ADOBE INC 0.0%
Value ($000) $95 Shares 343 Est. Cost $262.04 Unrealized +11.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $92 Shares 315 Est. Cost $198.96 Unrealized +41.5%
KELLOGG CO 0.0%
Value ($000) $91 Shares 1,416 Est. Cost $43.06 Unrealized +5.3%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $90 Shares 1,045 Est. Cost $64.00 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $88 Shares 409 Est. Cost $123.37 Unrealized +35.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $87 Shares 1,050 Est. Cost $58.55 Unrealized +18.1%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $85 Shares 260 Est. Cost $191.18 Unrealized +30.5%
MA MASTERCARD INC 0.0%
Value ($000) $79 Shares 291 Est. Cost $189.57 Unrealized +40.4%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $76 Shares 467 Est. Cost $105.52 Unrealized +38.2%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $71 Shares 566 Est. Cost $73.74 Unrealized +50.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $70 Shares 732 Est. Cost $70.54 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $69 Shares 678 Est. Cost $47.13 Unrealized +159.5%
CTVA CORTEVA INC 0.0%
Value ($000) $68 Shares 2,422 Est. Cost $25.02 Unrealized +6.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $67 Shares 1,646 Est. Cost $32.23 Unrealized -14.4%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $67 Shares 570 Est. Cost $61.53 Unrealized +51.4%
PSX PHILLIPS 66 0.0%
Value ($000) $67 Shares 654 Est. Cost $76.47 Unrealized +1.1%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $60 Shares 1,500 Est. Cost $61.57 Unrealized -28.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $60 Shares 614 Est. Cost $75.96 Unrealized +20.2%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $60 Shares 400 Est. Cost $139.36 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $60 Shares 1,568 Est. Cost $38.66 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $59 Shares 1,120 Est. Cost $44.54 Unrealized +1.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $59 Shares 800 Est. Cost $62.53 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $59 Shares 288 Est. Cost $25.77 Unrealized +37.4%
UGI UGI CORP NEW 0.0%
Value ($000) $59 Shares 1,178 Est. Cost $49.97 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $56 Shares 6,219 Est. Cost $16.96 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $56 Shares 360 Est. Cost $92.82 Unrealized +40.3%
CME CME GROUP INC 0.0%
Value ($000) $55 Shares 260 Est. Cost $164.33 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $54 Shares 860 Est. Cost $55.08 Unrealized -12.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $53 Shares 210 Est. Cost $170.37 Unrealized +31.2%
NVS NOVARTIS A G 0.0%
Value ($000) $53 Shares 614 Est. Cost $83.31 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $53 Shares 5,750 Est. Cost $6.26 Unrealized +11.0%
Dominion Resources 0.0%
Value ($000) $51 Shares 630 Est. Cost $80.95 Unrealized
Wells Fargo Pfd 5.5 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $25.50 Unrealized
BLACKROCK INC 0.0%
Value ($000) $51 Shares 115 Est. Cost $376.13 Unrealized
Public Storage 5.15 Perp 0.0%
Value ($000) $51 Shares 1,950 Est. Cost $26.15 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $50 Shares 537 Est. Cost $72.44 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $49 Shares 935 Est. Cost $29.89 Unrealized +60.2%
The Charles Schwab Corporatio 0.0%
Value ($000) $48 Shares 1,800 Est. Cost $26.67 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $47 Shares 501 Est. Cost $59.44 Unrealized +18.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $46 Shares 400 Est. Cost $76.55 Unrealized +36.7%
DE DEERE & CO 0.0%
Value ($000) $46 Shares 271 Est. Cost $87.00 Unrealized +67.8%
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $46 Shares 500 Est. Cost $81.18 Unrealized +10.7%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $46 Shares 510 Est. Cost $68.75 Unrealized +17.3%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $46 Shares 560 Est. Cost $78.57 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $46 Shares 380 Est. Cost $74.76 Unrealized +63.8%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $45 Shares 341 Est. Cost $117.30 Unrealized
Cigna Corp. 0.0%
Value ($000) $45 Shares 294 Est. Cost $178.06 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $44 Shares 235 Est. Cost $127.66 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $42 Shares 698 Est. Cost $43.30 Unrealized -0.5%
Heineken N.V. 0.0%
Value ($000) $41 Shares 375 Est. Cost $112.00 Unrealized
Agere Systems Inc. 0.0%
Value ($000) $41 Shares 790 Est. Cost $50.63 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $41 Shares 930 Est. Cost $58.82 Unrealized -29.1%
IRBTQ IROBOT CORP 0.0%
Value ($000) $40 Shares 651 Est. Cost $71.80 Unrealized -0.3%
RAYTHEON CO 0.0%
Value ($000) $39 Shares 200 Est. Cost $195.00 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $39 Shares 374 Est. Cost $75.60 Unrealized +45.4%
EOG EOG RES INC 0.0%
Value ($000) $38 Shares 515 Est. Cost $60.04 Unrealized +2.4%
GLW CORNING INC 0.0%
Value ($000) $37 Shares 1,303 Est. Cost $20.78 Unrealized +20.3%
SO SOUTHERN CO 0.0%
Value ($000) $37 Shares 592 Est. Cost $45.27 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 487 Est. Cost $65.28 Unrealized +5.7%
SYK STRYKER CORP 0.0%
Value ($000) $35 Shares 160 Est. Cost $164.53 Unrealized +21.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $33 Shares 140 Est. Cost $44.97 Unrealized +2.8%
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $32 Shares 2,500 Est. Cost $11.28 Unrealized +26.1%
FDX FEDEX CORP 0.0%
Value ($000) $30 Shares 208 Est. Cost $154.86 Unrealized -7.5%
TE Connectivity Ltd 0.0%
Value ($000) $30 Shares 325 Est. Cost $92.31 Unrealized
CERNER CORP 0.0%
Value ($000) $30 Shares 438 Est. Cost $57.08 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $30 Shares 735 Est. Cost $33.04 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $30 Shares 574 Est. Cost $33.20 Unrealized +35.3%
IYK ISHARES TR 0.0%
Value ($000) $30 Shares 240 Est. Cost $100.00 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $30 Shares 300 Est. Cost $100.00 Unrealized
HPQ HP INC 0.0%
Value ($000) $30 Shares 1,600 Est. Cost $14.52 Unrealized +8.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $29 Shares 470 Est. Cost $29.30 Unrealized +64.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $29 Shares 132 Est. Cost $168.17 Unrealized +9.0%
MCK MCKESSON CORP 0.0%
Value ($000) $28 Shares 203 Est. Cost $117.27 Unrealized +15.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $28 Shares 500 Est. Cost $45.65 Unrealized +2.3%
BB&T CORP 0.0%
Value ($000) $27 Shares 500 Est. Cost $54.00 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $26 Shares 123 Est. Cost $114.55 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $26 Shares 47 Est. Cost $130.86 Unrealized +22.9%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $26 Shares 247 Est. Cost $79.67 Unrealized +22.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $25 Shares 145 Est. Cost $118.34 Unrealized +33.3%
ALLERGAN PLC 0.0%
Value ($000) $25 Shares 150 Est. Cost $174.74 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $24 Shares 343 Est. Cost $51.92 Unrealized +4.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $9.68 Unrealized +19.7%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $24 Shares 279 Est. Cost $65.93 Unrealized -5.3%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $23 Shares 400 Est. Cost $45.29 Unrealized +2.1%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $23 Shares 400 Est. Cost $56.85 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $22 Shares 200 Est. Cost $113.61 Unrealized -1.8%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $22 Shares 340 Est. Cost $45.58 Unrealized +33.6%
RHHBY Roche Holding AG-Spons ADR 0.0%
Value ($000) $22 Shares 600 Est. Cost $31.67 Unrealized
SIEGY SIEMENS AG-SPONS ADR 0.0%
Value ($000) $21 Shares 400 Est. Cost $52.50 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $21 Shares 350 Est. Cost $47.96 Unrealized -6.2%
TPR TAPESTRY INC 0.0%
Value ($000) $21 Shares 800 Est. Cost $29.11 Unrealized -23.1%
MCO MOODYS CORP 0.0%
Value ($000) $20 Shares 100 Est. Cost $198.70 Unrealized 0.0%
New Nadina Exploration 0.0%
Value ($000) $20 Shares 307,000 Est. Cost $0.12 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $20 Shares 420 Est. Cost $26.77 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $19 Shares 650 Est. Cost $21.62 Unrealized +45.0%
TOELY Tokyo Electron Ltd-ADR 0.0%
Value ($000) $19 Shares 400 Est. Cost $35.00 Unrealized
CELC CELCUITY INC 0.0%
Value ($000) $19 Shares 1,141 Est. Cost $21.93 Unrealized -10.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $19 Shares 150 Est. Cost $78.90 Unrealized +30.4%
NOW SERVICENOW INC 0.0%
Value ($000) $19 Shares 73 Est. Cost $18.74 Unrealized +190.2%
TSLA TESLA INC 0.0%
Value ($000) $19 Shares 80 Est. Cost $14.29 Unrealized +9.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $19 Shares 1,310 Est. Cost $7.36 Unrealized +37.6%
NFLX NETFLIX INC 0.0%
Value ($000) $19 Shares 70 Est. Cost $36.11 Unrealized -13.3%
QUIDEL CORP 0.0%
Value ($000) $18 Shares 300 Est. Cost $26.67 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $18 Shares 160 Est. Cost $50.47 Unrealized +69.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 183 Est. Cost $43.20 Unrealized +114.4%
ETrade Group Inc. 0.0%
Value ($000) $18 Shares 1,344 Est. Cost $13.39 Unrealized
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $17 Shares 229 Est. Cost $78.29 Unrealized -4.8%
ISHARES GOLD TRUST 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $13.33 Unrealized
LENDX Stone Ridge Alternative Lendi 0.0%
Value ($000) $17 Shares 1,636 Est. Cost $10.06 Unrealized
Bank of New York Co Inc. 0.0%
Value ($000) $17 Shares 368 Est. Cost $46.20 Unrealized
WMK WEIS MKTS INC 0.0%
Value ($000) $17 Shares 450 Est. Cost $31.18 Unrealized +6.3%
MET METLIFE INC 0.0%
Value ($000) $16 Shares 342 Est. Cost $37.81 Unrealized +1.7%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $15 Shares 267 Est. Cost $43.13 Unrealized -4.3%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $15 Shares 340 Est. Cost $40.66 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $15 Shares 100 Est. Cost $130.84 Unrealized 0.0%
SRRIX Stone Ridge Reinsurance Risk 0.0%
Value ($000) $15 Shares 1,825 Est. Cost $8.08 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $15 Shares 348 Est. Cost $29.34 Unrealized 0.0%
ITOCY ITOCHU Corporation I 0.0%
Value ($000) $14 Shares 333 Est. Cost $39.04 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $40.69 Unrealized +10.3%
SNY SANOFI 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.67 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $14 Shares 35 Est. Cost $287.35 Unrealized +40.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $64.96 Unrealized +13.1%
REAL THE REALREAL INC 0.0%
Value ($000) $13 Shares 600 Est. Cost $20.10 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $13 Shares 306 Est. Cost $52.16 Unrealized -14.1%
HSBC HLDGS PLC 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
JUNIPER NETWORKS INC 0.0%
Value ($000) $12 Shares 502 Est. Cost $25.90 Unrealized
Waste Management 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $12 Shares 42 Est. Cost $206.71 Unrealized +14.3%
VMWARE INC 0.0%
Value ($000) $11 Shares 70 Est. Cost $171.43 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $11 Shares 66 Est. Cost $3.01 Unrealized +38.8%
IVZ INVESCO LTD 0.0%
Value ($000) $11 Shares 620 Est. Cost $19.37 Unrealized -32.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $75.59 Unrealized +33.4%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $11 Shares 80 Est. Cost $122.61 Unrealized 0.0%
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $10.55 Unrealized +6.3%
Accenture LTD 0.0%
Value ($000) $9 Shares 47 Est. Cost $108.49 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $9 Shares 750 Est. Cost $14.72 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $45.59 Unrealized +11.4%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
ALC ALCON INC 0.0%
Value ($000) $8 Shares 136 Est. Cost $59.15 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $8 Shares 678 Est. Cost $11.80 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $22.96 Unrealized +56.8%
EVRG EVERGY INC 0.0%
Value ($000) $7 Shares 112 Est. Cost $49.36 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $7 Shares 140 Est. Cost $34.83 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $7 Shares 56 Est. Cost $43.44 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $7 Shares 100 Est. Cost $54.36 Unrealized 0.0%
NORDSTROM INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.56 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $7 Shares 73 Est. Cost $65.76 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC NEW 0.0%
Value ($000) $7 Shares 18 Est. Cost $24.19 Unrealized +6.8%
Wells Fargo & Company Pfd 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $7 Shares 47 Est. Cost $143.57 Unrealized 0.0%
Anglo American Plc Sp Adr 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
SSUMF Sumitomo Corporation 0.0%
Value ($000) $6 Shares 377 Est. Cost $15.21 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.34 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.39 Unrealized 0.0%
Dell Inc. 0.0%
Value ($000) $6 Shares 121 Est. Cost $49.78 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $6 Shares 38 Est. Cost $155.39 Unrealized 0.0%
NSRGY Nestle SA Reg ADR 0.0%
Value ($000) $5 Shares 50 Est. Cost $86.67 Unrealized
BCE BCE INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.62 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
BAYRY Bayer AG-Sponsored ADR 0.0%
Value ($000) $5 Shares 300 Est. Cost $51.67 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $38.16 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.04 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $138.79 Unrealized +4.7%
Vodafone Group PLC-SP ADR 0.0%
Value ($000) $5 Shares 249 Est. Cost $20.08 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $5 Shares 38 Est. Cost $88.96 Unrealized 0.0%
22ND CENTY GROUP INC 0.0%
Value ($000) $4 Shares 1,785 Est. Cost $2.24 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $73.78 Unrealized +18.8%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $4 Shares 136 Est. Cost $54.24 Unrealized -23.8%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $4 Shares 56 Est. Cost $52.25 Unrealized +9.1%
General Motors 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
CHINA MOBILE LIMITED 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
CAIXY CaixaBank 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $1.60 Unrealized
American Intl Group 0.0%
Value ($000) $3 Shares 46 Est. Cost $43.48 Unrealized
SONY SONY CORP 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
SSUMY Sumitomo Corporation 0.0%
Value ($000) $3 Shares 177 Est. Cost $16.95 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $3 Shares 223 Est. Cost $13.45 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $3 Shares 400 Est. Cost $7.50 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3 Shares 471 Est. Cost $6.37 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $50.94 Unrealized +38.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $3 Shares 20 Est. Cost $117.12 Unrealized 0.0%
DTEGY Deutsche Telekom AG 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
FMC F M C CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $64.95 Unrealized +9.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $3 Shares 10 Est. Cost $409.51 Unrealized -28.1%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.29 Unrealized -5.5%
Micro Focus International 0.0%
Value ($000) $3 Shares 180 Est. Cost $32.11 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.17 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $2 Shares 38 Est. Cost $34.01 Unrealized +3.0%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $271.28 Unrealized -2.3%
BAX BAXTER INTL INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $68.49 Unrealized +10.3%
WAB WABTEC CORP 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.17 Unrealized -1.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 49 Est. Cost $44.91 Unrealized -24.9%
BNDSY Banco De Sabadell ADR 0.0%
Value ($000) $2 Shares 1,041 Est. Cost $1.92 Unrealized
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $2 Shares 73 Est. Cost $18.25 Unrealized -3.4%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $2 Shares 76 Est. Cost $31.92 Unrealized -9.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $165.14 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 41 Est. Cost $50.50 Unrealized -54.9%
SOUHY South32 - ADR 0.0%
Value ($000) $1 Shares 160 Est. Cost $6.25 Unrealized
SMMNY SIEMENS HEALTHINEE-UNSP ADR 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
Xerox Corp. 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
KushCo Holdings, Inc. 0.0%
Value ($000) $1 Shares 950 Est. Cost $1.05 Unrealized
LBUY Leafbuyer Technologies, Inc. 0.0%
Value ($000) $1 Shares 4,335 Est. Cost $1.41 Unrealized -77.2%
IMBBY Imperial Brands PLC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
FMC Technologies Inc. 0.0%
Value ($000) $1 Shares 62 Est. Cost $16.13 Unrealized
FMS FRESENIUS MED CARE AG&CO KGA 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $13.59 Unrealized -9.6%
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 43 Est. Cost $34.81 Unrealized -14.7%
VERITIV CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
USX - U Steel Grp 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
Frontier Communications 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
E TRADE FINANCIAL CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Amyris 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
TENNECO INC 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
TFRY Tasty Fries Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized -78.1%
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $7.74 Unrealized 0.0%
PNR PENTAIR PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.98 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.75 Unrealized 0.0%
Terra Tech Corporation 0.0%
Value ($000) $0 Shares 395 Est. Cost Unrealized
MALLINCKRODT PUB LTD CO 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized